Senior Data Integration Consultant: Wealth Management

AxiTex Software; India; Remoto; INR 1.800.000 - 3.000.000; Part-time

Descrizione del lavoro

AxiTex Software in India seeks a Senior Data Integration Consultant for Wealth Management to modernize and scale a wealth data platform. Remote/hybrid options and a contract engagement are available. The role focuses on data movement, automation, and enterprise-wide adoption of wealth tech.

You will integrate data across systems, enable automated onboarding workflows, and collaborate with business and technology teams to deliver reliable data delivery and scalable solutions.

Competenze

• 5+ years of experience in Wealth Management, Private Banking, Asset or Investment Management, or Financial Services.
• Hands-on experience with wealth management data domains: portfolio data, client reporting, alternative investments, investment accounting, client account structures.
• Experience implementing or supporting data integrations and automation initiatives.
• Strong understanding of APIs, data movement, data transformation, and integration architecture.
• Proven ability to deliver productionized solutions rather than ad hoc processes.
• Strong communication skills bridging technical and business discussions.
• Ability to work independently in a fast-paced project environment.

Mansioni

• Analyze and document existing data workflows and integration processes.
• Design and implement scalable data integration solutions across wealth management platforms.
• Develop and maintain automated workflows for client reporting and data distribution.
• Integrate data from portfolio accounting, alternative investments, client reporting, and other financial systems.
• Collaborate with stakeholders, data teams and technology partners to ensure data delivery.
• Support data modeling, mapping, transformation and quality validation.
• Build production-ready integration processes using APIs and integration platforms.
• Establish best practices for data governance, automation and platform scalability.
• Troubleshoot data issues and optimize workflows.
• Participate in architecture discussions and recommend process improvements.

Conoscenze

Wealth management domain experience

Data integration

Automation initiatives

APIs, data movement & transformation

Productionized solutions

Communication skills

Independent work

Strumenti

Boomi

SnapLogic

MuleSoft

Workato

Fivetran

dbt

Snowflake

Databricks

Apache Airflow

Python

Descrizione del lavoro

Senior Data Integration Consultant: Wealth Management

• Senior Data Integration Consultant: Wealth Management

Jobs Open

Senior Data Integration Consultant: Wealth Management

Remote

5 Years

Job Description

Location: [Remote / Hybrid / City] | Type: Consulting / Contract | Experience: 5+ years

About the Role

We are seeking a Senior Data Integration Consultant to support a strategic initiative to modernize and scale a wealth management data platform. You will integrate data across multiple systems, enable automated client onboarding workflows, and support enterprise-wide adoption of wealth management technologies.

This is not a traditional software development role. We need someone who understands both the business context of financial data and the technical processes required to move, transform, and operationalize it across platforms.

Key Responsibilities

• Analyze and document existing data workflows and integration processes
• Design and implement scalable data integration solutions across wealth management platforms
• Develop and maintain automated workflows for client reporting and data distribution
• Integrate data from portfolio accounting, alternative investments, client reporting, and other financial systems
• Collaborate with business stakeholders, data teams, and technology partners to ensure accurate, reliable data delivery
• Support data modeling, mapping, transformation, and quality validation
• Build production-ready integration processes using APIs and integration platforms
• Help establish best practices for data governance, automation, and platform scalability
• Troubleshoot data issues and optimize existing workflows
• Participate in architecture discussions and recommend process improvements

Required Qualifications

• 5+ years of experience in Wealth Management, Private Banking, Asset Management, Investment Management, or Financial Services
• Hands-on experience with wealth management data domains:
  • Portfolio data
  • Client reporting
  • Alternative investments
  • Investment accounting
  • Client account structures
• Hands-on experience implementing or supporting data integrations and automation initiatives
• Strong understanding of APIs, data movement, data transformation, and integration architecture
• Proven ability to deliver and support productionized solutions rather than ad hoc or manual processes
• Strong communication skills, with the ability to bridge technical and business discussions
• Ability to work independently in a fast-paced project environment

Preferred Technical Experience

Experience with one or more of the following:

Category

Technologies

Wealth Management Platforms Addepar (highly preferred), comparable platforms

Data & Cloud Platforms Snowflake, Databricks

Integration & Automation Boomi, SnapLogic, MuleSoft, Workato, Fivetran, dbt

Data Engineering Apache Airflow, Python, ETL/ELT, API development and integration

Preferred Background

Candidates from smaller or mid-sized wealth management organizations are particularly attractive, as they often carry broader ownership of design, implementation, and operations. The ideal consultant combines technical execution with a strong understanding of financial business processes.

What We’re Looking For

• Practical wealth management and financial services experience
• Knowledge of investment and client data domains
• Experience building and operationalizing scalable integrations
• Exposure to platforms such as Addepar and alternatives platforms such as Canoe
• A balance of business acumen and technical expertise
• The ability to explain not just how a solution was built, but why, and how it supports the business

Nice to Have

• Canoe platform experience
• Experience supporting client onboarding and client reporting platforms
• Experience at investment management firms, RIAs, family offices, or private wealth organizations